Russell Hadley
Russell Hadley is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Raleigh, NC, with 33 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
900 Ridgefield Drive, Suite 130, Raleigh, NC, 27609
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Russell is involved in several outside business activities, including insurance sales and real estate. He dedicates a few hours per week to insurance-related activities and minimal time to real estate and other ventures.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Washington Square Securities, INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.